David R. Marcus, CPA, MBA, JDSenior Consultant
685 Third Avenue
New York, NY 10017
David R. Marcus, CPA, MBA, JD is a Senior Consultant at Marks Paneth LLP. With a focus on strategy and planning, Mr. Marcus provides tax and financial advisory services to high-net-worth individuals, personal service companies, entertainment businesses and a host of other clients. He has a specialty in trust and estate planning, which he draws upon heavily in serving high-net-worth individuals and their related businesses and holding companies.
Mr. Marcus has spent his entire career with Marks Paneth and its predecessor firms. Joining the firm while completing his MBA in the early 1970s, he rapidly advanced through each professional level, making Partner in 1980.
Well known among reporters for his expertise on tax and financial matters, Mr. Marcus has been quoted in numerous publications such as Forbes, Money Magazine, Gannett Newspapers and the CPA Journal.
Brooklyn Law School
New York University, Stern School of Business
Master of Business Administration
Major: Taxation and Finance
Queens College, City University of New York
Bachelor of Arts
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Personal Financial Planning
American Bar Association
New York State Bar Association
Trust & Estate Administration
Estate Planning Council of New York City, Inc.
National Association of Estate Planners and Councils
Vice President, The Cambridge Owners Corp.
Trust and Estate Planning
Personal Service Businesses
Theater, Media and Entertainment Industry
Admitted to practice before the U.S. Tax Court